Group 1 - The company has completed the registration of stock options under the 2025 stock option and restricted stock incentive plan, granting a total of 11.63 million stock options to 26 eligible participants [2][4][17] - The stock options were granted on August 12, 2025, with a registration completion date of September 22, 2025, and an exercise price of 3.93 yuan per share [4][17] - The incentive plan has undergone necessary procedures, including board meetings and public announcements, with no objections raised during the public notice period [3][5][27] Group 2 - The company has also completed the registration of restricted stock under the same incentive plan, granting a total of 23.08 million shares to 154 eligible participants, with a grant price of 1.97 yuan per share [24][25] - The restricted stock was granted on August 12, 2025, and is set to be listed on September 25, 2025 [24][35] - The incentive plan includes performance assessments at both company and individual levels, affecting the conditions for exercising stock options and lifting restrictions on restricted stocks [30][32][12] Group 3 - The total number of stock options granted is 11.63 million, while the total number of restricted stocks granted is 23.08 million, indicating a significant commitment to incentivizing key personnel [4][24] - The company will recognize the costs associated with these stock options and restricted stocks over time, impacting its financial performance [19][41] - The public offering of these stocks will not affect the company's compliance with listing conditions or change the controlling shareholder [33][36]

Core Points - The company has completed the registration of the first grant of restricted stock under the 2025 stock option and restricted stock incentive plan [2] - The listing date for the first grant of restricted stock is set for September 25, 2025 [2] - A total of 23.08 million shares of restricted stock have been granted to 154 eligible incentive recipients [2]

1、2025 年 07 月 11 日公司召开董事会薪酬与考核委员会 2025 年第二次会 议，2025 年 07 月 14 日公司召开第六届监事会第十一次临时会议，审议通过《关 于<2025 年股票期权与限制性股票激励计划（草案）>及摘要的议案》《关于<2025 年股票期权与限制性股票激励计划实施考核管理办法>的议案》《关于<2025 年 股票期权与限制性股票激励计划激励对象名单>的议案》。公司董事会薪酬与考 核委员会与监事会就本次激励计划相关事项发表核查意见。 证券代码：002548 证券简称：金新农 公告编号：2025-069 深圳市金新农科技股份有限公司 关于 2025 年股票期权与限制性股票激励计划之股票期权 授予登记完成的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 重要内容提示： 深圳市金新农科技股份有限公司（以下简称公司）根据中国证券监督管理委 员会《上市公司股权激励管理办法》、深圳证券交易所、中国证券登记结算有限 责任公司深圳分公司有关业务规则的规定，已完成了 2025 年股票期权与限制性 股票激励计划（以下简称本激励计划）股票期权授予 ...

证券代码：002548 证券简称：金新农 公告编号：2025-070 深圳市金新农科技股份有限公司 关于 2025 年股票期权与限制性股票激励计划之首次授予 限制性股票登记完成的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 重要内容提示： 深圳市金新农科技股份有限公司（以下简称公司）根据中国证券监督管理委 员会《上市公司股权激励管理办法》、深圳证券交易所、中国证券登记结算有限 责任公司深圳分公司有关业务规则的规定，已完成了 2025 年股票期权与限制性 股票激励计划（以下简称本激励计划）限制性股票首次授予登记的工作，首次授 予的限制性股票上市日为 2025 年 09 月 25 日，公司向符合授予条件的 154 名激 励对象授予 2,308.00 万股限制性股票，现将有关情况公告如下： 一、本激励计划已履行的程序 1、2025 年 07 月 11 日公司召开董事会薪酬与考核委员会 2025 年第二次会 议，2025 年 07 月 14 日公司召开第六届监事会第十一次临时会议，审议通过《关 于<2025 年股票期权与限制性股票激励计划（草案）>及摘要的议案 ...

Core Insights - The "I Want to Fly" training program aims to enhance the international trade capabilities of Guangdong's livestock industry, focusing on exploring overseas markets and opportunities for growth [12][14][72] Group 1: Event Overview - The "I Want to Fly" training and research activity commenced on September 15 in Beijing, organized by Southern Rural News, involving representatives from various companies and associations in the livestock sector [3][5][6] - The group visited the Agricultural Trade Promotion Center, which is responsible for international agricultural trade negotiations and research, highlighting the importance of their visit [7][15] Group 2: Key Discussions and Insights - The director of the Agricultural Trade Promotion Center expressed strong support for Guangdong's livestock industry and provided specific guidance on international trade policies and methods for "going global" [14][17] - The center plans to follow up with the visiting companies as key observation units for international trade in livestock, focusing on research and support for exports of pigs, cattle, chickens, and eggs [18][20] Group 3: Company Perspectives - The president of the Guangdong Cattle Industry Association emphasized the unexpected benefits of the visit, planning to establish a department for beef product exports and collaborate with the center for guidance [22][23] - The chairman of Jin Xin Nong highlighted the need for a global perspective and plans to initiate research on international trade in agriculture, aiming for a higher level of international engagement [25][26] Group 4: Market Opportunities - The founder of Cheng Cheng Group noted the rapid growth in the egg trading sector, projecting a revenue increase from 5 billion yuan in 2024 to 7 billion yuan in 2025, and emphasized the importance of transitioning from high-speed growth to high-quality development [32][33] - The president of the Guangdong Cattle Industry Association recognized the potential in Southeast Asia, particularly in the high-end beef market, and plans to establish sales networks in countries like Thailand and Vietnam [46][44] Group 5: Collaborative Efforts - The event fostered deep cooperation intentions among companies, discussing the formation of an "overseas alliance" to share resources and risks, aiming to create a strong international brand for Guangdong's livestock industry [59][60] - The integration of resources through the "media+" strategy was highlighted as a means to enhance collaboration among companies, leveraging their respective strengths in technology, market operations, and supply chain management [61][63]

Market Overview - The feed sector increased by 0.29% on September 19, with Tianma Technology leading the gains [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] Key Performers in the Feed Sector - Tianma Technology (603668) closed at 15.20, up 4.83% with a trading volume of 321,600 shares and a turnover of 486 million yuan [1] - Jin Xin Nong (002548) closed at 5.22, up 4.19% with a trading volume of 1,024,900 shares and a turnover of 521 million yuan [1] - Tian Kang Biological (002100) closed at 7.68, up 1.86% with a trading volume of 563,400 shares and a turnover of 427 million yuan [1] Capital Flow Analysis - The feed sector experienced a net outflow of 80.65 million yuan from institutional investors, while retail investors saw a net inflow of 5.61 million yuan [2] - The main capital inflow was observed in Jin Xin Nong, with a net inflow of 55.77 million yuan from institutional investors [3] - Hai Da Group (002311) had a net inflow of 18.08 million yuan from institutional investors, indicating positive sentiment [3]

Group 1 - The core viewpoint of the news is that Jin Xin Nong's stock price increased by 5.08% to 5.17 CNY per share, with a trading volume of 240 million CNY and a turnover rate of 6.00%, resulting in a total market capitalization of 4.162 billion CNY [1] - Jin Xin Nong, established on November 6, 1999, and listed on February 18, 2011, is primarily engaged in the research, production, and sales of pig feed products, as well as information technology services [1] - The revenue composition of Jin Xin Nong's main business includes: pig compound feed 49.43%, live pigs 32.10%, other feed 9.29%, pig concentrated feed 5.43%, pig premix feed 2.82%, others 0.58%, and feed raw materials 0.35% [1] Group 2 - From the perspective of the top ten circulating shareholders, Guotai Fund's ETF, Guotai Zhongzheng Animal Husbandry ETF (159865), increased its holdings by 307,900 shares in the second quarter, holding a total of 8.0051 million shares, accounting for 1% of the circulating shares [2] - The Guotai Zhongzheng Animal Husbandry ETF (159865) was established on March 1, 2021, with a latest scale of 3.574 billion CNY, and has achieved a year-to-date return of 18.21% [2] - The fund manager, Liang Xing, has a tenure of 9 years and 105 days, with the fund's total asset scale at 24.955 billion CNY, achieving the best return of 1112.34% and the worst return of -50.81% during the tenure [2]

Market Overview - The feed sector experienced a decline of 1.48% on September 17, with Bangji Technology leading the drop [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Individual Stock Performance - Aonong Biological (603363) saw a closing price of 6.02, with an increase of 4.15% and a trading volume of 1.568 million shares, totaling a transaction value of 927 million yuan [1] - Guibao Pet (301498) closed at 96.05, up 2.60%, with a trading volume of 36,400 shares and a transaction value of 351 million yuan [1] - Zhongchong Co. (002891) closed at 56.39, up 1.46%, with a trading volume of 98,500 shares and a transaction value of 559 million yuan [1] - Bangji Technology (603151) closed at 28.21, down 8.32%, with a trading volume of 63,000 shares and a transaction value of 182 million yuan [2] - Haida Group (002311) closed at 64.40, down 3.01%, with a trading volume of 111,600 shares and a transaction value of 720 million yuan [2] Capital Flow Analysis - The feed sector saw a net outflow of 65.0615 million yuan from institutional investors, while retail investors experienced a net inflow of 24.4814 million yuan [2] - Aonong Biological had a net inflow of 29.917 million yuan from institutional investors, but a net outflow of 25.9353 million yuan from retail investors [3] - Zhongchong Co. had a net inflow of 27.7889 million yuan from institutional investors, with a net outflow of 27.0733 million yuan from retail investors [3]

Group 1 - The A-share market for pork stocks has weakened, with several companies experiencing significant declines in their stock prices [1] - Bangji Technology saw a drop of over 8%, while Tianyu Biological fell over 6%, and Jinxinnong decreased by over 4% [1] - Other notable declines include Haida Group down over 3%, Longda Meishi and Dayu Biological both down over 2%, and Muyuan Foods down over 2% as well [1] Group 2 - Bangji Technology's market capitalization is 4.777 billion, with a year-to-date increase of 183.41% despite the recent decline of 8.45% [2] - Tianyu Biological has a market cap of 2.707 billion, with a year-to-date increase of 15.90%, experiencing a decline of 6.23% [2] - Jinxinnong's market capitalization stands at 3.937 billion, with a year-to-date increase of 23.17%, and a recent drop of 4.12% [2] - Haida Group has a market cap of 106.9 billion, with a year-to-date increase of 33.54%, and a decline of 3.19% [2] - Longda Meishi's market cap is 6.313 billion, with a year-to-date decrease of 26.14%, and a recent decline of 2.99% [2] - Dayu Biological has a market cap of 1.192 billion, with a year-to-date increase of 90.39%, and a decline of 2.90% [2] - Muyuan Foods has a market cap of 307 billion, with a year-to-date increase of 48.15%, and a decline of 2.02% [2]

证券代码：002548 证券简称：金新农 公告编号：2025-068 深圳市金新农科技股份有限公司 关于公司及控股子公司担保进展的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、担保审议情况概述 深圳市金新农科技股份有限公司（以下简称公司）于 2024 年 12 月 25 日召 开的 2024 年第三次临时股东大会审议通过《关于 2025 年度公司及子公司担保额 度预计的议案》，2025 年度公司为全资或控股的下属公司向业务相关方（包括但 不限于供应商、银行、融资租赁公司、其他金融机构等）申请授信、借款、保理 业务、融资租赁业务、采购或其他日常经营履约义务提供担保总额不超过 290,000 万元；公司子公司为公司向银行、融资租赁机构等申请融资提供担保总额不超过 500,000 万元。公司于 2025 年 02 月 11 日召开的 2025 年第一次临时股东会审议 通过《关于 2025 年度公司为合作养殖户提供担保额度的议案》，2025 年度公司 为合作养殖户向银行融资提供担保总额不超过 10,000 万元。公司于 2025 年 07 月 31 日召开 ...